Estimates and invoices look similar but serve different purposes. Getting the timing right helps you win jobs and get paid without confusion.
What is an estimate?
An estimate (or quote) is a proposal — it tells the client what a job will cost before work begins. It's not a bill. Clients review it, negotiate if needed, and approve the scope. Use our professional estimate maker app to send polished PDF quotes from your phone.
What is an invoice?
An invoice is a payment request. You send it after work is done (or at agreed milestones) to collect money. It includes a due date and payment terms. Invozy's free invoice maker lets you create unlimited invoices with line items, taxes, and PDF export.
When to use each
- Estimate first — new clients, custom projects, or jobs where scope may change
- Invoice after — work completed, milestone reached, or deposit due on approval
Convert estimate to invoice in one tap
In Invozy, when a client accepts your estimate, convert it to an invoice instantly — all line items, customer details, and totals carry over. No duplicate data entry. Contractors especially benefit from this workflow — see our invoice app for contractors.
